Creating a work order

  1. Select Work Management > Work Order > Create Work Order.
  2. In the Activities tree, select the activity to be performed.
  3. Optionally, specify a standard work order in the Standard Work Order field.
    If an activity has a default standard work order assigned to it, the default is filled in when you select the activity code.

    See Creating a standard work order.

  4. Click Next.
  5. Optionally, select the tasks to be performed.
    If the selected activity has one or more optional tasks, a check box for each available task is shown on the Optional Tasks page.
  6. Specify the asset on which the work will be performed.
    Select the asset type from the Asset list and then specify the asset's identification code in the ID field or fields that are displayed. If the selected activity only supports a single asset type, that asset type is displayed in the list by default.
  7. Under Initial Information, specify any other information for the work order.
    Specify dates, such as the date the work is scheduled to start and the due date for the work order. You can assign the work order by specifying an employee ID in the Assigned To field and associate it with a group project or a service request. If the asset will be out of service while the work is being done, or if it is expected that customers might contact the agency about the work, select Out of Service or Potential Service Request. These selections are informational only.
  8. Click Next.
  9. Under Progress Information, specify information about how the work order has progressed.
  10. Click Save.